West Branch Capital’s Factset FDS Stock Holding History

West Branch Capital’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28	Closed	-$8.02K	–	435
2025 Q3	$8.02K	Hold	28	–	–	﹤0.01%	297
2025 Q2	$12.5K	Hold	28	–	–	﹤0.01%	245
2025 Q1	$12.7K	Hold	28	–	–	﹤0.01%	261
2024 Q4	$13.4K	Hold	28	–	–	﹤0.01%	248
2024 Q3	$12.9K	Hold	28	–	–	﹤0.01%	253
2024 Q2	$11.4K	Hold	28	–	–	﹤0.01%	263
2024 Q1	$12.7K	Hold	28	–	–	0.01%	260
2023 Q4	$13.4K	Hold	28	–	–	0.01%	259
2023 Q3	$12.2K	Hold	28	–	–	0.01%	263
2023 Q2	$11.2K	Hold	28	–	–	0.01%	273
2023 Q1	$11.6K	Hold	28	–	–	0.01%	274
2022 Q4	$11.2K	Hold	28	–	–	0.01%	271
2022 Q3	$11K	Hold	28	–	–	0.01%	274
2022 Q2	$11K	Hold	28	–	–	0.01%	268
2022 Q1	$12K	Hold	28	–	–	0.01%	278
2021 Q4	$14K	Hold	28	–	–	0.01%	293
2021 Q3	$11K	Hold	28	–	–	0.01%	299
2021 Q2	$9K	Buy	+28	New	+$9.17K	﹤0.01%	332

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

West Branch Capital's FDS Position: Q4 2025 in Review

West Branch Capital sold out of Factset (FDS) in Q4 2025, closing a stake of 28 shares — an estimated $8.02K sold.

West Branch Capital first reported a position in FDS in Q2 2021 and held it in 18 quarters. The position peaked at $14K in Q4 2021. 793 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

West Branch Capital reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 28 Factset shares in Q4 2025, an estimated $8.02K.
West Branch Capital first reported a position in Factset in Q2 2021 and held it in 18 quarters.
West Branch Capital's Factset position peaked at $14K in Q4 2021.
793 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.